CIS
PHX

Connors Investor Services’s PHX Minerals PHX Stock Holding History

Connors Investor Services’s Portfolio PHX Stock Details PHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,276
Closed -$171K – 145
2019
Q4 		$171K Hold
15,276
– – 0.02% 147
2019
Q3 		$214K Hold
15,276
– – 0.03% 132
2019
Q2 		$199K Buy
15,276
+500
+3% +$7.16K 0.03% 136
2019
Q1 		$232K Hold
14,776
– – 0.03% 129
2018
Q4 		$229K Hold
14,776
– – 0.04% 122
2018
Q3 		$273K Hold
14,776
– – 0.04% 121
2018
Q2 		$282K Hold
14,776
– – 0.04% 121
2018
Q1 		$285K Hold
14,776
– – 0.04% 115
2017
Q4 		$304K Sell
14,776
-2,600
-15% -$58.1K 0.04% 115
2017
Q3 		$414K Hold
17,376
– – 0.06% 106
2017
Q2 		$401K Buy
17,376
+1,500
+9% +$30.5K 0.06% 102
2017
Q1 		$305K Hold
15,876
– – 0.05% 117
2016
Q4 		$374K Hold
15,876
– – 0.06% 107
2016
Q3 		$278K Hold
15,876
– – 0.05% 115
2016
Q2 		$265K Hold
15,876
– – 0.05% 121
2016
Q1 		$275K Hold
15,876
– – 0.05% 116
2015
Q4 		$257K Hold
15,876
– – 0.05% 121
2015
Q3 		$257K Buy
+15,876
New +$282K 0.06% 116
2015
Q1 		– Sell
-9,376
Closed -$218K – 179
2014
Q4 		$218K Buy
9,376
+1,700
+22% +$35.8K 0.05% 135
2014
Q3 		$229K Sell
7,676
-5,430
-41% -$167K 0.06% 122
2014
Q2 		$367K Hold
13,106
– – 0.09% 104
2014
Q1 		$286K Hold
13,106
– – 0.07% 115
2013
Q4 		$219K Buy
+13,106
New +$208K 0.05% 130

Other funds holding PHX

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Connors Investor Services's PHX Position: Q1 2020 in Review

Connors Investor Services sold out of PHX Minerals (PHX) in Q1 2020, closing a stake of 15,276 shares — an estimated $171K sold.

Connors Investor Services first reported a position in PHX in Q4 2013 and held it in 23 quarters. The position peaked at $414K in Q3 2017. 69 funds tracked by Wall St. Rank hold PHX as of Q1 2020.

  • Connors Investor Services reported no remaining PHX Minerals position as of Q1 2020 after selling out during the quarter.
  • Connors Investor Services sold 15,276 PHX Minerals shares in Q1 2020, an estimated $171K.
  • Connors Investor Services first reported a position in PHX Minerals in Q4 2013 and held it in 23 quarters.
  • Connors Investor Services's PHX Minerals position peaked at $414K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2020.

Based on Connors Investor Services's 13F filing for Q1 2020, filed 14 May 2020.